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Financial Forecasting: Planning for Success

  • 04/23/2019
  • 12:00 PM - 3:00 PM



Proper planning is the key to the success of any company. With CPAs constantly  being asked to plan a company’s future, forecasting is one area to demonstrate  your special value. This course provides the tools necessary to project the  balance sheet and statements of income and cash flow. Determine the company’s  maximum sustainable growth and predict its external fund requirements.

When you complete this course you will be able to: 
• Recall the basics of planning and forecasting financial statements. 
• Recognize key considerations related to a basic forecasting model. 
• Identify the evidence of growth mismanagement. 
• Recognize how to analyze projected or forecasted financial statements. 

Topics Discussed 
• Overview of the forecasting process 
• The basic forecasting model 
• Techniques used to forecast sales 
• A case analysis on working capital planning 
• Forecasting the company’s capital structure 
• Projecting the income statement and balance sheet

Designed For: Financial professionals responsible for preparing financial forecasts

Level: Basic

Instructor: Art Pulis

Developer: AICPA

CPE Credits: 4

Area of Study: Finance  4

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or (877) 637-2727

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